Investment adviser · CRD 311956
JONES FIDUCIARY WEALTH MANAGEMENT LLC
Investment adviser filing (IA)
· Form ADV filed Aug 21, 2026
- Regulatory AUM
- $130M Form ADV · Item 5.F
- Client accounts
- 65 Accounts, not individual clients
- Employees
- 1 Reported in this filing
- Advisory professionals
- 1 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 41 | $123,600,000 | 94.9% |
| Individuals | 24 | $6,700,000 | 5.1% |
Filing source
Form ADV 2127575 · Aug 21, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
4 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
JFWM REAL ESTATE ACCESS FUND III, LPReal Estate Fund · Last reported Aug 21, 2026$0Gross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- Yes
SPICER JEFFRIES
PCAOB 349
CHARLES SCHWAB & CO., INC.
SEC 8-16514
Fund details & source
- Fund ID
- 805-4654126840
- Reported beneficial owners
- 18
- Minimum commitment
- $100K
Form ADV 2127575 · Aug 21, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
JFWM REAL ESTATE ACCESS FUND IV, LPReal Estate Fund · Last reported Aug 21, 2026$0Gross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- Yes
SPICER JEFFRIES
PCAOB 349
CHARLES SCHWAB & CO., INC.
SEC 8-16514
Fund details & source
- Fund ID
- 805-5443248504
- Reported beneficial owners
- 20
- Minimum commitment
- $100K
Form ADV 2127575 · Aug 21, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
JFWM REAL ESTATE ACCESS FUND, LPReal Estate Fund · Last reported Aug 21, 2026$0Gross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- Yes
SPICER JEFFRIES
PCAOB 349
CHARLES SCHWAB & CO., INC.
SEC 8-16514
Fund details & source
- Fund ID
- 805-5297976423
- Reported beneficial owners
- 16
- Minimum commitment
- $50K
Form ADV 2127575 · Aug 21, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
JFWM REAL ESTATE ACCESS FUND, LP IIReal Estate Fund · Last reported Aug 21, 2026$0Gross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- Yes
SPICER JEFFRIES
PCAOB 349
CHARLES SCHWAB & CO., INC.
SEC 8-16514
Fund details & source
- Fund ID
- 805-3219935680
- Reported beneficial owners
- 21
- Minimum commitment
- $50K
Form ADV 2127575 · Aug 21, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Services & filing details
Most recent filing: Aug 21, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Pooled investment vehicle management
Compensation
Percentage of assets · Hourly · Fixed
Principal office
CRD 311956
Filing source
Form ADV 2127575 · Aug 21, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.